PAB seems to be about 12 months ahead of CDY in terms of clinical trial progress. The sad and sorry tail of the PAB's SP chart values the company at around what it was before the good stage 1/2a results were posted. To me this represenst complete market stupidity becasue getting to a good stage 2a result is where most of the risk is. the result tells us that the antibody didn't hurt anyn=one and that is appears to significantly benefit some patients.
Back to the issue of personalised medicine and the podcast above. One doesn't need guesswork to see that antibody treatments will in future be tailored to specific tumours in specific patients because this is already happening. What a several Aussie biotechs are essentially doing is building treatment inventories that will IMHO shift to the clinic with near certainty.
Combinations of antibodies and chemo drugs will be tailored to the task of stopping cancers in their tracks. On that tangent I would like to see myuch more industry collaboration. Effective collaboration could see treatment regimes get to the clinic much more quickly.
